Our client is seeking a Senior Administrator to join their Private Wealth team on a full-time basis. This role offers an exceptional opportunity to work with a global portfolio of Ultra High Net Worth Individuals, Family Offices, and Charities. The successful candidate will work under the guidance of senior team members while independently managing a range of trust and company structures, contributing to the growth and development of a high-performing team in a flexible and collaborative environment.
Job Duties:
- Administer a portfolio of trusts, companies, foundations, and high-value asset holding structures
- Prepare minutes, resolutions, and correspondence; coordinate document execution and ensure statutory filings are completed on time
- Liaise with clients and third parties including lawyers, auditors, bankers, and investment managers
- Process bank payments and reconcile payment logs
- Manage the invoicing process, including fee collection and debtor management
- Support and supervise the work of junior administrators and trainees, providing feedback and identifying training needs
- Ensure data integrity across all systems, maximising efficiency and client service
- Contribute to continuous improvement by identifying enhancements to processes, policies, and procedures
- Promote and uphold compliance with all relevant laws and internal procedures, including anti-money laundering and client due diligence
- Assist with ad-hoc project work and take on additional responsibilities as needed
Job Requirements:
- 4–6 years’ relevant experience in private wealth or trust administration
- Strong academic background, with a bachelor's degree or equivalent preferred
- Working towards or holding a professional qualification such as STEP or ICSA
- Excellent written and verbal communication skills
- Strong organisational skills, attention to detail, and the ability to manage tasks independently
- Proficient in Microsoft Office, with working knowledge of Viewpoint being advantageous
- Solid understanding of applicable statutory laws and regulatory requirements
- Ability to mentor junior staff and foster a collaborative team environment
- Committed to delivering excellence in client service
What You’ll Love:
Our client offers a dynamic and supportive working environment with a strong focus on people development and career progression. Their inclusive culture, global reach, and commitment to innovation provide an exciting platform for talented professionals to thrive and grow.
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